Advisor at Abraham, Robert Ralph Jr.
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Firm
Abraham, Robert Ralph Jr.
Location
Salem, MA
Credentials
Series 65
Industry experience
21 years
Robert Abraham is the sole advisor at Abraham, Robert Ralph Jr., an independent firm based in Salem, MA. He holds a Series 65 designation and has 21 years of industry experience, having worked at his current firm since 2002. The firm provides portfolio management and financial planning primarily to individual clients and families, offering ongoing advisory services with a client-specific investment approach that includes discretionary authority when granted. With approximately $6.1 million in assets under management across 16 client relationships, the firm maintains a small and concentrated client roster to support individualized attention and tailored portfolio oversight.
Based on Abraham, Robert Ralph Jr.
Based on Abraham, Robert Ralph Jr.
Flat fees ranging from $400 for simple investment plans to $3,000 for comprehensive financial plans
$0 - $100,000: $1,400 annual fixed fee $100,000 - $500,000: 1.125% annually (negotiable) $500,000+: 1.0% annually
$80 per hour, non-negotiable
Account minimum: $100,000 Minimum fee: $1,400 annual minimum management fee (prorated quarterly to $350 per quarter) for assets under $100,000 Fee-only: Yes, fee-only independent financial planning and investment advisory firm
Salem, MA
Massachusetts
Abraham, Robert Ralph Jr.
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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